Steve has worked in the financial services industry for over 20 years. Prior to CoastEdge Partners, Steve served as President and Managing Partner of Gurtin Municipal Bond Management, an $11 billion fixed income manager working with ultra-high net worth families. Steve previously worked at Morgan Stanley and at Accenture (Andersen Consulting) in the Financial Services Consulting division.
Steve serves on the Board of Trustees and Investment Committees for both the San Diego Zoo Global and the Rancho Santa Fe Foundation, and is also a member of Young Presidents’ Organization (YPO). Steve holds a Bachelor of Science in Business Administration from the University of Kansas and a MBA from the Kellogg School of Management at Northwestern University.